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Malvern Bank’s "Money Matters"

Money Matters: Let's tie up those loose ends

November 1, 2021


When it comes to money, we know it literally pays to attend to even the smallest of details. But, sometimes, like during busy holiday seasons, finding the time to do everything can feel overwhelming, if not downright impossible. Yet tying up all financial loose ends before the year-end is a must.

Before the holiday season gets into full swing, here is a list of moves you may want-or need-to make so you can fully relax and enjoy the festivities:

  1. Check the balance of your FSA - and decide how you will use the remainder.
  2. Redeem any rewards points you’ve earned this year.
  3. Find out what tax changes affected you this year and make adjustments (see article below).
  4. Maximize your contributions to your retirement plan.
  5. Retirees, be sure to take your RMD.
  6. Calculate how much to give in year-end donations to your favorite charities for the greatest benefit.

Lastly, the end of the year is an ideal time to create or review your financial plan with a Certified Financial Planner. Malvern Bank can help with that. Contact Sally at 610.695.3651 to get started!

And for more ideas, here are some hand-picked articles for you.


Anthony C. Weagley
President & CEO
Malvern Bank, National Association
Beyond Your Expectations ™
Office : 610.644.9400

Money Matters

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